With Interactions, you can log and track every customer touchpoint (such as phone calls, emails, visits, etc.) directly against a Tribe record. Keeping a clear record of your customer touchpoints helps you stay on top of relationships, spot neglected accounts before they go cold, and give managers an accurate picture of team activity. Whether you are a sales rep logging a call after a meeting or a manager reviewing your team's activity this month, Interactions gives you a single, reliable source of truth for all customer contact. By following this guide, you will learn how to log interactions, view your interaction history, use the Last Interaction Date field, and make sense of the Interactions dashboard widgets.
Table of Contents
What Does Interactions Do?
How to Log an Interaction
How to View the Interaction Timeline on a Record
How to Use the Last Interaction Date Field in List Views
How to Use Interaction Widgets on Your Dashboard
How to Configure Interaction Types (Admins)
Tips and Best Practices
What Does Interactions Do?
Interactions gives you a complete, chronological record of every customer touchpoint, built up automatically as your team logs their activity. At a glance, you can see which accounts are active, which need attention, and how your team's outreach is tracking over time.
Interactions includes the following:
A Quick-log form on any record, so reps can record a touchpoint in seconds
A Last Interaction Date computed field, available as a column in list views
Dashboard widgets showing interaction volume per rep, per type, and per period
Note: Interactions is designed to record touchpoints that have already happened. It is separate from Tasks, which are for future to-dos.
How to Log an Interaction
A number of standard activity types are already tagged as Interactions by default. These are Appointment, Email, and Phone Call. This means you will immediately be able to log these activities as an Interaction. You can adjust which activity types are tagged as Interactions in Configuration. To remove a standard type or add your own custom activities. See How to Configure Interaction Types (Admins) below for more details.
Open a record in Tribe where you want to log the Interaction, such as a Contact, a Sales Opportunity, etc.
Click Activity and select the relevant Interaction.
Enter a Subject to describe the touchpoint briefly.
Confirm or adjust the Date of the interaction.
Optionally, add a Description or note with any relevant context.
Click Save to record the interaction.
The interaction will appear immediately in the record's Activity timeline and will update the Last Interaction Date field on that contact or company.
Did you know? You can backdate interactions if you are logging a touchpoint that happened earlier. Simply adjust the Date field before saving.
How to Use the Last Interaction Date Field in List Views
The Last Interaction Date is a computed field that automatically reflects the most recent logged interaction for each contact or company. You can use it as a column or a filter in list views.
To add Last Interaction Date as a column:
Open the Activities of the relevant record as a list view.
Click the Settings icon.
Click on the +-icon on the right of the columns.
Search for or locate Last Interaction Date.
Select the field and Save the view.
How to Use Interaction Widgets on Your Dashboard
Tribe CRM includes standard dashboard widgets for Interactions, giving managers and reps a quick overview of activity levels.
Navigate to your Dashboard.
Click Add Widget or the widget configuration option.
Browse the Interactions widget category.
Select from the available widgets:
Interaction Volume by Rep: shows how many interactions each team member has logged over a given period
Interaction Volume by Type: breaks down touchpoints by interaction type (calls, visits, emails, etc.)
Interactions This Week / This Month: a summary count for the current period
Click Save to add it to your dashboard.
How to Configure Interaction Types (Admins)
Admins control which activity types in Tribe CRM are counted as interactions. Standard interaction types (Appointment, Call, and Email) are enabled by default. Administrators can disable these default types or enable custom activities to better align with their organisation's workflow.
Navigate to Configuration.
Open Activities.
Select the activity type you want to mark as an interaction.
Enable the Count as an Interaction toggle.
Tribe will Save the changes automatically.
Note: The first time you activate an activity type as an interaction, you'll be asked whether to apply this retroactively to existing records. Select Apply to all if you do. If you'd rather not apply it retroactively, click the x-icon to dismiss the message.
Tips and Best Practices
Log interactions promptly. The sooner a touchpoint is recorded, the more accurate your Last Interaction Date data will be, making at-risk account filtering reliable.
Use the Last Interaction Date filter regularly. Set up a saved view filtered to contacts with no interaction in the last 14 or 30 days to make proactive outreach part of your routine.
If you had a custom "Contactmoment" activity, ask your admin to map it to the relevant interaction type in Configuration. Until this is done, historical Contactmoment activity will not appear in the Interactions timeline or count towards Last Interaction Date.
Managers: use the Interaction Volume by Rep widget to review team activity at a glance without needing to ask reps to self-report.
Quick Summary
Interactions lets you log and track customer touchpoints (calls, visits, emails, and messages) against any contact or company record in Tribe CRM. The Last Interaction Date computed field and list view filter make it straightforward to identify accounts that need attention, while dashboard widgets give managers visibility into team activity over time. Admins can configure which activity types count as interactions, including mapping existing custom activities to the new feature.